After each Meeting Owen James publish 'The Findings', a document that encapsulates and shares the key issues and topics discussed on the day.
Each section below summarises the different roundtable sessions and covers an array of industry driven topics.
The Findings are listed in Event date order, but don't just look for an event you attended, explore the research facility that gives you access to topics addressed at all our other Meetings – past and present.
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PE Lesson - Growth and integration tips from the US
Expert: Vincent Tiseo, Head of Business Strategy and Marie-Laure Humbert, Senior Strategist, GSAM Strategic Advisory Solutions Facilitator: Roderic Rennison, Director, Catalyst Partners
23 November 2023A Meeting of Minds Advisory Distributors - November 2023
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Decarbonisation - A structural growth opportunity of a lifetime
Expert: Graeme Baker, Portfolio Manager, Ninety One Facilitator: Darshita Gillies, CEO & Founder, Maanch
16 November 2023A Meeting of Minds Wealth Management and Private Banking - November 2023
financeGrowthMarketingResearchTechnologyWealth Management and Private Banking
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Japan Rediscovered – The fundamental and current changes
Expert: June-Yon Kim, Head of Japanese Equities at Lazard Asset Management Facilitator: Rupert Neville, Project Director
16 November 2023A Meeting of Minds Wealth Management and Private Banking - November 2023
Global economyGrowthInvestmentsJapanvalueWealth Management and Private Banking
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Results Focus - Reimagining growth amid a transitioning world
Expert: Tom Caddick, Head of Investment, Nedgroup Facilitator: Caroline Burkart, Wealth Management & Client Insight industry expert
16 November 2023A Meeting of Minds Wealth Management and Private Banking - November 2023
CulturediversitygenerationalGrowthInvestmentsWealth Management and Private Banking
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Private Markets - How to access them more efficiently
Expert: Dr. Lulu Wang, Portfolio Strategist – Global Private Markets' Solutions, abrdn Moderator: Rupert Phelps, Independent Consultant
12 October 2023A Meeting of Minds Gatekeepers - October 2023
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US Equities - More than just growth tech stocks?
Expert: Daniel White, Head of Global Equities, M&G Investments Moderator: Paul Kearney, Managing Director, Asset Risk Consultants (UK) Limited
12 October 2023A Meeting of Minds Gatekeepers - October 2023
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High Performance – The key characteristics of the firms that thrive
Expert: Luc Blair Anderson, Regional Director & Vice President, Dimensional Fund Advisors Ltd Facilitator: Roderic Rennison, Partner, The Catalysts LLP
05 October 2023A Meeting of Minds Winning Advisers South - October 2023
AdvisorsFinancial AdvisoryGrowthPerformanceProfitabilityRetention
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Change of Guard - How the direction of British politics will shape wealth management
Expert: Michael Grady, Head of Investment Strategy and Chief Economist, Aviva Investors Facilitator: Niall Buggy
08 June 2023A Meeting of Minds Wealth Management and Private Banking - June 2023
GeopoliticsGrowthInvestmentsManagementRegulationWealth Management and Private Banking
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Growing Pains - Strategies for growing rather than selling
Expert: Niall Buggy Facilitator: James Howick
08 June 2023A Meeting of Minds Wealth Management and Private Banking - June 2023
AssetClient ExperienceGrowthInvestmentsStrategyWealth Management and Private Banking
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Private Markets - Portfolio construction and outlook
Expert: Alex Bozoglou Facilitator: Adam Croutear
08 June 2023A Meeting of Minds Wealth Management and Private Banking - June 2023
GrowthManagementPortfoliosPrivate MarketProfitabilityWealth Management and Private Banking
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Strategies for Growth - Should I Stay or Should I Grow Now?
Expert: Lucy Grier, Benchmark Capital Facilitator: John Chapman
27 April 2023A Meeting of Minds Winning Advisers North - April 2023
AdvisorsConsumer DutyFCAFinancial AdvisoryGrowthIndependent Financial Adviser
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Being Careful - Opportunistic and selective is now the order of the day
Facilitator: Blaise Cardozo. Expert: Pierre Debru
23 March 2023A Meeting of Minds Gatekeepers - March 2023